Home > First Trust To Begin Trading The First Trust International Multi-Asset Diversified Income Index Fund (NASDAQ:YDIV)
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First Trust To Begin Trading The First Trust International Multi-Asset Diversified Income Index Fund (NASDAQ:YDIV)

August 22nd, 2013

income producing securities. The Index will be comprised of the five Index Segments in the following manner:

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INDEX SEGMENT PERCENTAGE OF THE INDEX

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Dividend-paying Equity Securities 25%
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REITs 20%
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Preferred Securities 20%
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Infrastructure Companies 20%
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Fixed-Income ETF 15%
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The Fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the performance of the Index. First Trust Advisors L.P. (“First Trust” or the “Advisor”), the Fund’s investment advisor, seeks a correlation of 0.95 or better (before fees and expenses) between the Fund’s performance and the performance of the Index; a figure of 1.00 would represent perfect correlation. First Trust will regularly monitor the Fund’s tracking accuracy and will seek to maintain an appropriate correlation.

The Index is owned and was developed by The NASDAQ(R) OMX Group, Inc. (the “Index Provider”). The Index Provider also calculates and maintains the Index. The Index is designed to provide access to a diversified portfolio of non-U.S. securities. The Index employs a modified market cap weighting methodology in which larger companies receive a larger Index weighting. The Index weighting methodology also includes caps or ceilings to prevent high concentrations among larger stocks and assigns a pre-set weight to the five Index Segments at each quarterly rebalance. Each Index Segment has a set of separate and distinct eligibility rules and weighting procedures as described in this prospectus under “Index Information.”

The Index Provider evaluates the Index components quarterly in March, June, September and December of

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